The Financial Quarterback with Jim Lineweaver, CFP

At Lineweaver Wealth Advisors, we serve as your financial quarterback — helping coordinate tax, legal, insurance, and investment planning into one seamless wealth strategy. For 26 years, we’ve helped high-net-worth individuals, families, and business leaders navigate complex decisions with clarity and confidence. 

Our specialties include retirement planning, estate planning, investment management, and tax-efficient strategies, each tailored to you. No two financial journeys are alike, which is why we create, optimize, and continuously monitor personalized wealth management plans designed to preserve and grow your assets. 

With over $1 billion in assets under management, our team combines cutting-edge technology, knowledge and a people-first approach to help preserve and grow your wealth. 

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